Top 17 Client services associate Jobs in Madison, Wi

Client Support Associate - Banking (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- Office
- Microsoft Office
- Experience equivalent to degree accepted
Quick Apply
Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Office
- Finance
- US work authorization
- Paid holidays
- Health insurance
10d
Client Service Associate
Lake Ridge Bank —Middleton, WI
- Weekends as needed
- Computer literacy
- Basic math
- English
ER Client Service Representative
VCA Animal Hospitals —Madison, WI
- Full-time
- Maintenance
- ER
- Entry level
- Health insurance
- Dental insurance
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Client Specialist, Mineral Point Road
Talbots —Madison, WI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Senior Associate - Client Accounting Services
Sorren —Madison, WI
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
Client Services Representative, Core Tax Services
BDO —Madison, WI
- Full-time
- Research
- Office
- Finance
- Employee stock ownership plan
- Opportunities for advancement
Client Services Manager
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Inventory management
Client Experience Partner
HEARTLAND BUSINESS SYSTEMS LLC —Sun Prairie, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
2d

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Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
Manage, direct, and troubleshoot incoming calls from the wealth management group extension. Demonstrated experience with inbound and outbound customer/member…
From $25.46 an hour
10d
Client Service Associate
Wealth Enhancement Group —Clinton, WI
Answer and direct incoming phone calls promptly and courteously. Support advisors and staff with administrative tasks such as data entry, filing, and scanning.
$20 - $25 an hour
2d

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
1d
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
$19.23 - $38.47 an hour

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Client Support Associate - Banking (Title Commensurate with Experience)

Bankers' Bank -
Madison, WI

Quick Apply

Job Details

Full-time

Qualifications

Customer communication

Full Job Description

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Indianapolis, IN, and Dublin, OH.

Bankers' Bank is seeking an engaging, professional Client Support Associate to join our team in the PaymentsCash Management department of our Madison, WI headquarters office. This position provides banker to banker customer support to our community bank partners throughout the upper Mid-West, enhancing customer relationships through system support, daily transactions, and prompt, professional attention to customer needs.

Position Functions:

Payment Support (50%):

Provide superior client service through proprietary communication channels
Complete daily responsibilities, initiate client transaction requests and resolve client issues through various payment platforms
Build and maintain strong client relationships to include documenting interactions and correspondence within Client Relationship Management software platform
Complete client correspondence requests received via email or physical
Communicate effectively with clients and team members
Be knowledgeable of Payments and Cash Management product suite
Ensure procedure accuracy is maintained
Participate in annual department business contingency and disaster recovery
Performs Payment and Cash Management department project-related assignments

Administration (50%):

Perform daily posting of transactions to include account management and international money services
Perform exception processing and create reconciliation summary of account balances/postings
Maintain current procedures and participate in contingency testing

Ideal candidates will possess experience providing outstanding professional customer service and preferably hold an associate degree or equivalent combination of education and experience sufficient to perform the position functions of the job. Possess experience in banking, finance, accounting, client support or other combination of education and experience to perform position functions of the job. Have previous experience of multi-tasking and adopting to evolving technologies, and proficient in Microsoft and Adobe programs and is adept in learning proprietary systems.

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Refine Your Search

client services associate jobs in madison, wi

Client Support Associate - Banking (Title Commensurate with Experience)

Client Services Associate I - Wealth Management Department

Client Service Associate

ER Client Service Representative

Client Service Representative

Client Specialist

Client Specialist, Mineral Point Road

Senior Associate - Client Accounting Services

Client Services Representative, Core Tax Services

Client Services Manager

Client Experience Partner

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